Filed December 22, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,616 | $84,487-15.2% | $125,339-42.9% | $66,914+7.0% |
| Participation rate | 98.9% | 76.4%+22.4pp | 82.4%+16.5pp | 69.8%+29.0pp |
| Annual return | -15.92% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,374 | $3,553-33.2% | $4,814-50.7% | $2,544-6.7% |
| Participant deferral / active EE | $8,671 | $6,781+27.9% | $7,446+16.4% | $4,237+104.7% |
| Admin fee / account holder | $119 | $685-82.6% | $10,010-98.8% | $593-79.9% |